Whether you’re facing an unexpected financial event or wanting to jumpstart your investments, a trustworthy financial advisor can help you get organized and set a path to your financial goals. Just be sure you hire the right advisor for you.

NEFE's Wealth Care Kit is an easy-to-use guide for taking charge of all that's important in your financial life and giving you practical ways to manage money. You'll evaluate your current financial situation in five key areas: estate planning, income tax planning, insurance, investments and retirement. You will identify short- and long-term goals, and develop a plan to reach them.

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